Blueprint Investment Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Blueprint Investment Partners’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.51M	Buy	78,269 +28,444	+57%	+$1.52M	0.38%	53
2026 Q1	$2.41M	Sell	49,825 -5,168	-9%	-$256K	0.25%	69
2025 Q4	$2.58M	Buy	54,993 +17,924	+48%	+$836K	0.28%	64
2025 Q3	$1.72M	Buy	+37,069	New	+$1.66M	0.24%	69
2025 Q2	–	Sell	-18,439	Closed	-$752K	–	103
2025 Q1	$752K	Sell	18,439 -20,923	-53%	-$922K	0.14%	76
2024 Q4	$1.77M	Sell	39,362 -18,634	-32%	-$867K	0.28%	55
2024 Q3	$2.64M	Sell	57,996 -8,227	-12%	-$361K	0.48%	39
2024 Q2	$2.75M	Buy	66,223 +16,575	+33%	+$691K	0.6%	32
2024 Q1	$2.14M	Buy	49,648 +6,249	+14%	+$258K	0.42%	38
2023 Q4	$1.83M	Buy	43,399 +26,730	+160%	+$1.01M	0.5%	41
2023 Q3	$615K	Sell	16,669 -4,348	-21%	-$169K	0.2%	58
2023 Q2	$816K	Buy	21,017 +8,962	+74%	+$333K	0.29%	53
2023 Q1	$455K	Buy	12,055 +2,052	+21%	+$80.1K	0.1%	143
2022 Q4	$370K	Buy	10,003 +2,331	+30%	+$87.3K	0.08%	149
2022 Q3	$261K	Buy	+7,672	New	+$290K	0.07%	113
2022 Q2	–	Sell	-2,333	Closed	-$98K	–	210
2022 Q1	$98K	Sell	2,333 -5,733	-71%	-$241K	0.03%	203
2021 Q4	$360K	Sell	8,066 -505	-6%	-$22.4K	0.09%	144
2021 Q3	$365K	Sell	8,571 -280	-3%	-$12K	0.18%	82
2021 Q2	$389K	Buy	+8,851	New	+$384K	0.31%	40
2020 Q4	–	Sell	-12,019	Closed	-$430K	–	60
2020 Q3	$430K	Sell	12,019 -3,470	-22%	-$96.7K	0.34%	35
2020 Q2	$412K	Buy	+15,489	New	+$381K	0.26%	27
2020 Q1	–	Sell	-20,826	Closed	-$680K	–	28
2019 Q4	$680K	Buy	+20,826	New	+$650K	0.54%	18

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blueprint Investment Partners's SPSM Position: Q2 2026 in Review

Blueprint Investment Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 57% in Q2 2026, buying an estimated $1.52M and bringing the position to 78,269 shares worth $4.51M. The position accounts for 0.38% of the portfolio, ranked #53.

Blueprint Investment Partners first reported a position in SPSM in Q4 2019 and has held it in 22 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Blueprint Investment Partners held 78,269 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.51M as of Q2 2026.
Blueprint Investment Partners bought 28,444 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.52M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.38% of Blueprint Investment Partners's portfolio in Q2 2026, its #53 holding.
Blueprint Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 22 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.